Westlake Chemical Corp at Barclays Industrial Select Conference Transcript

Feb 20, 2019 / 03:55PM GMT
Michael James Leithead - Barclays Bank PLC, Research Division - Research Analyst

All right. So looks like the clock's running, so we'll go ahead and get started. So for those of you I haven't met, my name is Mike Leithead. I work on the U.S. Chemical's team with Duffy Fischer. We're happy to have Westlake here with us today. So we have Steve Bender, who is the Chief Financial Officer for Westlake and John Brennan, who's handling out some of the books, helps out with some of the IR function as well.

We'll go ahead and get started with some of the ARS questions first to knock those out in the beginning. So I guess, question one, and again, we'll use these little handsets that you have here. Do you currently own the stock, overweight, equal weight, underweight, no? No. Okay. An opportunity there.

Next question. What is your general bias towards the stock right now? One, positive; two, negative; three, neutral? Positive, pretty mixed.

Okay. Next question. In your opinion, through-cycle EPS growth for Westlake will be above peers, in line with peers, below peers? Above peers.

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